Donald S. Schellhammer
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Donald S (initial Only) Schellhammer, AIF®, who also goes by Donald S Schellhammer, Donald S I O Schellhammer, was a registered financial professional .
Donald is a previously registered financial professional and started their career in finance in 1983. Donald had worked at 8 firms and has passed the Series 65, Series 63 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
August 26, 2008 - March 12, 2026
NORTH COMPASS FINANCIAL ADVISORS, LLC
June 13, 2007 - August 15, 2008
NORTH COMPASS FINANCIAL ADVISORS, INC.
March 1, 2007 - November 15, 2010
PURSHE KAPLAN STERLING INVESTMENTS
February 21, 2006 - March 7, 2007
UNITED SECURITIES ALLIANCE, INC.
October 1, 1997 - February 24, 2006
AMERICAN GENERAL SECURITIES INCORPORATED
September 1, 1994 - October 1, 1997
USLIFE EQUITY SALES CORP.
January 8, 1993 - September 6, 1994
INVESTACORP, INC.
March 4, 1992 - January 12, 1993
USLIFE EQUITY SALES CORP.
December 2, 1983 - October 30, 1991
PFS INVESTMENTS INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
NORTH COMPASS FINANCIAL ADVISORS, LLC
CRD#: 146626 / SEC#: 801-69206
Contact information
Regulatory assets under management
| Total Number of Accounts | 600 |
| AUM (Assets Under Management) | $ 145,961,708 |
Red Flags
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